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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Empirical Wealth Management
Washington
$299K -$33.1K -815 -10%
FA
152
Financial Alternatives
California
$297K -$27K -663 -8%
SCA
153
Snowden Capital Advisors
New York
$294K -$11.4K -280 -4%
SWM
154
Spire Wealth Management
Virginia
$291K -$26.8K -659 -8%
CTA
155
Colonial Trust Advisors
South Carolina
$291K – – –
VFA
156
Valeo Financial Advisors
Indiana
$291K -$8.74K -215 -3%
CWM
157
Congress Wealth Management
Massachusetts
$283K +$283K +6,967 New
FWP
158
FAS Wealth Partners
Kansas
$283K +$569 +14 +0.2%
CTC
159
Central Trust Company
Missouri
$283K -$14.6K -359 -5%
SOS
160
Silver Oak Securities
Tennessee
$279K -$9.52K -234 -3%
William Blair & Company
161
William Blair & Company
Illinois
$279K -$9.92K -244 -3%
CMS
162
Capital Market Strategies
Florida
$278K -$35.6K -875 -11%
MWM
163
Mascoma Wealth Management
New Hampshire
$277K – – –
LWM
164
Lyell Wealth Management
California
$275K – – –
CC
165
Courier Capital
New York
$275K – – –
MGIA
166
Moneta Group Investment Advisors
Missouri
$263K +$25K +614 +11%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$260K -$84.3K -2,074 -25%
RFC
168
Regions Financial Corp
Alabama
$254K – – –
EW
169
Evoke Wealth
California
$242K – – –
AssetMark Inc
170
AssetMark Inc
California
$240K +$52.2K +1,284 +28%
SWA
171
Sightline Wealth Advisors
Connecticut
$236K +$610 +15 +0.3%
CAM
172
Cidel Asset Management
Ontario, Canada
$235K – – –
Brown Advisory
173
Brown Advisory
Maryland
$233K -$68.9K -1,695 -23%
MG
174
Mather Group
Illinois
$232K -$8.05K -198 -3%
Empower Advisory Group
175
Empower Advisory Group
Colorado
$231K -$1.42K -35 -0.6%
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7
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